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The Walt Disney Company (DIS)

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  • Jul. 12, 2012, 2:03 PM
    Comic-Con officially begins today in San Diego with more fanfare than usual. Though it's typically fodder for late night comedians, the dominance at the movie box office this year of the Incredible Hulk, Spider-Man, Batman, and the rest of the crew increases the profile of the annual event. Though movie-producers Disney (DIS +0.7%), Time Warner (TWX -2.5%), and Sony (SNE +0.5%) are still the heavyweights at the confab, Internet players Hulu and Netflix (NFLX +2.1%) are also attending to take the pulse for what original content might take off.
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  • Jul. 12, 2012, 7:45 AM
    Wells Fargo upgrades Disney (DIS) to Outperform from Market Perform with an improved price target range of $56-$58. Analyst Marci Ryvicker bases her stance on stronger-than-expected performance with Disney parks and improving margins at ESPN. Juggernaut The Avengers also continues to deliver outsized returns, with the latest global box office tally reading $1.454B. Shares -0.3% premarket.
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  • Jul. 11, 2012, 11:27 AM
    S&P keeps its current ratings and outlook in place on Disney (DIS -0.4%) following the company's acquisition of NBCUniversal's stake in A&E Television Network. The ratings agency says it's factoring in Disney's ability to moderate share repurchases over the next few years into its financial projections.
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  • Jul. 10, 2012, 7:16 AM
    Hulu will air its first original programming on TV when the series "Spoilers with Kevin Smith" launches on Canadian network Space. The move marks another step closer to Hulu bumping up competitively against co-owners Disney (DIS), Comcast (CMCSA), and News Corp. (NWS) after it launched as a direct rival to Netflix and Amazon.
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  • Jul. 9, 2012, 1:01 PM
    Disney (DIS -0.7%) sees a number of its characters - including Mickey Mouse and Winnie the Pooh - appear at a concert (video) in Pyongyang attended by North Korean leader Kim Jong-un. Though Disney characters have been known to creep into North Korea's culture over the years as products have been imported from China, the high-profile display still serves as a surprise.
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  • Jul. 9, 2012, 8:33 AM
    Disney's (DIS) ESPN has struck a deal to run more political advertising this fall on a number of its shows and live sporting broadcasts. As a general trend, cable networks are increasingly drawing political ad dollars as they boast easy to target demographics and offer new ways to sell local ads.
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  • Jul. 6, 2012, 10:00 AM
    Comcast (CMCSA +0.9%) plans to sell its 15% stake in A&E Television Networks to Disney (DIS +0.1%) and Hearst, according to reports. The move follows the success of the show Hatfields and McCoys which helped raise the value of A&E. If the deal flies, Disney and Hearst will be 50-50 owners of the group of networks.
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  • Jun. 30, 2012, 10:15 AM
    Disney (DIS) plans to recycle the same formula that swept up a cool $1.44B (and counting) at the box office for the The Avengers with another superhero buddy movie called Big Hero 6 that is just now hitting development. Unlike rival movie-producing companies, Disney has in place a synchronistic esprit de corps amongst its units that is able to deliver outsized profits from its movies years down the road at its theme parks and through adroit merchandising.
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  • Jun. 29, 2012, 11:19 AM
    Hollywood studios could see a boost in revenue in China after nearly being frozen out in the past with a new streaming service that is set to launch in China later this year run by state-owned China Movie Channel. Although it can be expected that the titles made available to consumers in the nation will be closely monitored - for DIS, LGF, VIAB, SNE, TWX, and CMCSA - a cut of something is better than a cut of nothing. Left on the outside looking in: NFLX.
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  • Jun. 29, 2012, 8:26 AM
    With one day to go in the year's first half, Bank of America (BAC) ranks as the Dow's top gainer, +39%. Next is Disney (DIS), +27.5%, then Home Depot (HD), +23%. Worst is Hewlett-Packard (HPQ), -24.8%, then McDonald's (MCD), -12%. Remember the Dogs of the Dow strategy? It gets little love, but DOD has outperformed DIA YTD, Y/Y, and over the last 5 years.
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  • Jun. 28, 2012, 7:49 AM
    Comcast's (CMCSA) NBCUniversal plans to directly challenge Disney's (DIS) ESPN at the beginning of the year when its Versus network officially becomes NBC Sports Network, but the rebranding of the network as the go-to sports destination starts late next month with coverage of the London Summer Olympics. The NBC network, Bravo, CNBC, MSNBC, and Telemundo will share coverage, with the new NBC Sports Network brand expected to be heavily promoted.
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  • Jun. 27, 2012, 1:33 PM
    Disney (DIS +1.4%) says Dubai will be the location for the first theme park to feature its arsenal of Marvel characters when the $5B City of Arabia entertainment complex opens late in 2013. Though the company has plans to introduce Marvel characters at properties across the world, its four theme parks in Florida will be left out because Universal Studios has exclusive rights in the state for Thor, The Incredible Hulk, Spider-Man, Iron Man, and the rest of the fabled crew.
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  • Jun. 27, 2012, 10:37 AM
    Jakks Pacific (JAKK +0.4%) forecasts that sales of merchandise from Disney's (DIS +1.4%) Brave will be triple that of original estimates based on early numbers. A key to the boom in toy sales and the movie's strong box office showing is attributable to the warm reaction to Merida - the first heroine character to feature in a Pixar-produced movie for Disney.
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  • Jun. 26, 2012, 9:16 AM
    Cowen's Doug Creutz comes at Disney's (DIS) new Pixar movie Brave from a different direction, noting that despite its strong opening weekend the movie marks the 2nd consecutive Pixar feature to draw shaky critical reviews. The analyst says that with Disney on the hook for $7.4B to buy the creative spark at Pixar, results need to be consistently high to ensure a long-term return on the mega-investment.
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  • Jun. 25, 2012, 6:43 AM
    Disney's (DIS) Brave beat expectations to haul in $66.7M in its opening weekend. It marks the 13th consecutive Pixar studio movie to open as the strongest movie in the country and knocks another children-oriented film, Madagascar 3: Europe's Most Wanted, from the top spot.
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  • Jun. 22, 2012, 12:40 PM
    Disney's (DIS -0.9%) animated feature Brave stands poised to open with an impressive $55M-$65M box office haul this weekend, as the early summer season theme of booming sales for movies aimed at younger children plays on. It's not the same story at all for flicks aimed at teenagers, with box office totals resoundingly weak and Fox's (NWSA -0.1%) Abraham Lincoln: Vampire Hunter already tipped to open low along with other debuting movies that had hoped to finally wake up the teenager audience.
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Company Description
Walt Disney Co, together with its subsidiaries, is a diversified entertainment company with operations in five business segments: Media Networks, Parks and Resorts, Studio Entertainment, Consumer Products and Interactive.